Fund HoldingsOAKMONT Corp

Total Portfolio Value
$380.88M
Total Bought
$22.84M
Total Sold
$66.61M
Net Transaction
-$43.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BOEING CO(BA)168,076164,628-3,44832,21742,91211.27%+10,695
S&P GLOBAL INC(SPGI)6,39227,273+20,8812,33612,0143.15%+9,679
NVIDIA CORPORATION(NVDA)34,43449,762+15,32814,97824,6436.47%+9,665
AMAZON.COM INC(AMZN)378,825377,475-1,35048,15657,35415.06%+9,197
MICROSOFT CORP(MSFT)200,537190,747-9,79063,32071,72918.83%+8,409
APPLE INC(AAPL)278,216278,216047,63353,56514.06%+5,932
ROKU INC(ROKU)199,804199,804014,10418,3144.81%+4,210
MASTERCARD INCORPORATED(MA)129,560129,111-44951,29455,06714.46%+3,773
CADENCE DESIGN SYSTEM INC(CDNS)012,831+12,83103,4950.92%+3,495
QUALCOMM INC(QCOM)97,73397,733010,85414,1353.71%+3,281
CHIPOTLE MEXICAN GRILL INC(CMG)1,5421,54202,8253,5260.93%+702
BLACKSKY TECHNOLOGY INC665,912665,91207799320.24%+153
HOME DEPOT INC(HD)1,0501,032-183173580.09%+40
INTEL CORP(INTC)2,5162,258-258891130.03%+24
RTX CORPORATION(RTX)1,4431,410-331041190.03%+15
ALPHABET INC- CL C(GOOG)1,9391,884-552562660.07%+10
ALPHABET INC- CL A(GOOG)1,9411,886-552542630.07%+9
BANK OF AMERICA CORP1,4551,455040490.01%+9
UNION PACIFIC CORP(UNP)180180037440.01%+8
AFLAC INC(AFL)1,4971,459-381151200.03%+5
OTIS WORLDWIDE CORP(OTIS)722705-1758630.02%+5
NORFOLK SOUTHERN CORP(NSC)110110022260.01%+4
CHUBB LIMITED
COM
240240050540.01%+4
STRYKER CORPORATION(SYK)100100027300.01%+3
CARRIER GLOBAL CORPORATION(CARR)1,4461,413-3380810.02%+1
AMGEN INC(AMGN)217198-1958570.01%-1
DEERE & CO(DE)193176-1773700.02%-2
CUMMINS INC(CMI)13165-6630160.00%-14
LIVEVOX HOLDING INC(Call)333,3330-333,333930-93
LIBERTY ENERGY INC(LBRT)178,009158,009-20,0003,2972,8660.75%-430
FIRST AMERICAN FINANCIAL CORP(FAF)11,1150-11,1156280-628
SEA LTD - ADR(SE)350,612350,612015,40914,2003.73%-1,210
HESS CORP13,0270-13,0271,9930-1,993
CUE HEALTH INC9,595,3489,595,34804,2221,5590.41%-2,663
LIVEVOX HOLDING INC1,000,0000-1,000,0003,3400-3,340
CAESARS ENTERTAINMENT INC(CZR)137,34260,480-76,8626,3662,8350.74%-3,530
FORD MOTOR CO(F)1,964,1380-1,964,13824,3950-24,395
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